Tucker Asset Management »

Schwab S&p 500 Select shares owned by Tucker Asset Management

Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Tucker Asset Management from 13F filings

Historical chart of Tucker Asset Management investment in Schwab S&p 500 Select

Tip: Access up to 7 years of quarterly data

All positions including Schwab S&p 500 Select held by Tucker Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab S&p 500 Select by Tucker Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $87k 980 89.18
2024-06-30 $24k 290 84.20
2024-03-31 $25k 305 80.87
2023-12-31 $1.1k 15 75.27

More positions owned by Tucker Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)
NVIDIA Corporation (NVDA)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Short Treas Bd (SHV)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Communication (XLC)
Amneal Pharmaceuticals Com Stk Cl A (AMRX)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Tucker Asset Management

Top funds holding Schwab S&p 500 Select

Ferguson Wellman Capital Management
Dumont & Blake Investment Advisors
Coston, McIsaac & Partners
Ethos Financial Group
Neville Rodie & Shaw
Williams Jones Wealth Management
North Star Asset Management
Garde Capital
Edgar Lomax Company
Staley Capital Advisers
Estabrook Capital Management
Wallington Asset Management
Carret Asset Management
Dale Q Rice Investment Management
Tower Bridge Advisors

View all funds holding Schwab S&p 500 Select